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Roots HR CIC

Roots HR CIC specialise in providing human resources services for charities and the voluntary sector

  • Employing and managing staff

Trustees Unlimited

Trustees Unlimited can help you recruit high quality trustees to your board

  • Governance
  • Involving volunteers

WorkNest

WorkNest provides expert HR, employment law, and health and safety services

  • Employing and managing staff

HSF Health Plan

Empower your employees to prioritise their wellbeing. It’s simple and easy to claim back healthcare costs for your team with HSF Health Plan

  • Employing and managing staff

IT and data protection

These suppliers can help improve your IT, digital and data systems and processes

  • Digital and technology

Hope & May

A cost-effective, independent alternative to an in-house GDPR Data Protection Officer (DPO)

  • Digital and technology

Phoenix Software

The UK's largest supplier of IT solutions and managed services for charities and voluntary organisations

  • Digital and technology

Utilities and property

These suppliers can provide free help and advice with your organisation’s property queries and energy bills

  • Setting up
  • Financial management
  • Law and regulation

Utility Aid

Utility Aid is the UK's largest energy broker for the voluntary sector. They can help reduce your energy costs and save you money

  • Responding to crises
  • Financial management

Trusted Standard

Trusted Standard helps charities and voluntary organisations improve the quality of their work, and communicate that quality through accreditation

  • Governance
  • Business planning and strategy
  • Impact and evaluation

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

Sub-committee terms of reference

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

CEO report template

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Sample schemes of delegation

A resource pack to help you write a scheme of delegation.

Trustee disputes process

Find out how our example code of conduct can ensure your complaints are handled fairly and consistently.

Charity Governance Code

Read the new Code, which sets out principles of good governance for charities.

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Developing partnership working (0.5 day)

Discover how partnership working can help your organisation grow its impact and make the most of limited resources. Gain practical tools, legal insights and guidance to build strong and successful collaborations.

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.